Westover Capital Advisors LLC Makes New $581,000 Investment in O’Reilly Automotive, Inc. $ORLY

Westover Capital Advisors LLC purchased a new stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 6,369 shares of the specialty retailer’s stock, valued at approximately $581,000.

A number of other institutional investors have also recently made changes to their positions in ORLY. Sivia Capital Partners LLC grew its holdings in shares of O’Reilly Automotive by 1,190.5% during the second quarter. Sivia Capital Partners LLC now owns 3,536 shares of the specialty retailer’s stock valued at $319,000 after buying an additional 3,262 shares during the last quarter. NewEdge Advisors LLC grew its holdings in shares of O’Reilly Automotive by 1,473.8% during the second quarter. NewEdge Advisors LLC now owns 69,482 shares of the specialty retailer’s stock valued at $6,262,000 after buying an additional 65,067 shares during the last quarter. Sei Investments Co. grew its holdings in shares of O’Reilly Automotive by 383.1% during the second quarter. Sei Investments Co. now owns 560,353 shares of the specialty retailer’s stock valued at $50,502,000 after buying an additional 444,371 shares during the last quarter. BNP Paribas grew its holdings in shares of O’Reilly Automotive by 1,400.0% during the second quarter. BNP Paribas now owns 390 shares of the specialty retailer’s stock valued at $35,000 after buying an additional 364 shares during the last quarter. Finally, The Manufacturers Life Insurance Company grew its holdings in shares of O’Reilly Automotive by 1,357.9% during the second quarter. The Manufacturers Life Insurance Company now owns 498,745 shares of the specialty retailer’s stock valued at $44,950,000 after buying an additional 464,536 shares during the last quarter. Hedge funds and other institutional investors own 85.00% of the company’s stock.

O’Reilly Automotive Stock Performance

ORLY opened at $91.74 on Monday. O’Reilly Automotive, Inc. has a 1-year low of $86.77 and a 1-year high of $108.71. The company has a market capitalization of $76.03 billion, a PE ratio of 29.98, a PEG ratio of 2.02 and a beta of 0.58. The firm’s 50 day simple moving average is $91.97 and its two-hundred day simple moving average is $94.26.

O’Reilly Automotive (NASDAQ:ORLY) last released its quarterly earnings results on Wednesday, April 29th. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.69 by $0.03. O’Reilly Automotive had a net margin of 14.30% and a negative return on equity of 263.22%. The business had revenue of $4.56 billion for the quarter, compared to the consensus estimate of $4.46 billion. During the same period last year, the firm earned $9.35 earnings per share. The company’s quarterly revenue was up 10.2% on a year-over-year basis. O’Reilly Automotive has set its FY 2026 guidance at 3.150-3.250 EPS. Equities analysts forecast that O’Reilly Automotive, Inc. will post 3.24 earnings per share for the current fiscal year.

Insider Buying and Selling at O’Reilly Automotive

In other O’Reilly Automotive news, SVP Robert Allen Dumas sold 84,600 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $92.60, for a total value of $7,833,960.00. Following the transaction, the senior vice president directly owned 1,782 shares in the company, valued at approximately $165,013.20. This trade represents a 97.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Brad W. Beckham sold 13,635 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $95.00, for a total transaction of $1,295,325.00. Following the completion of the transaction, the chief executive officer owned 12,250 shares in the company, valued at $1,163,750. The trade was a 52.68% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 104,530 shares of company stock valued at $9,709,404 over the last three months. Insiders own 0.77% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently commented on ORLY shares. Mizuho increased their price target on shares of O’Reilly Automotive from $105.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, May 8th. JPMorgan Chase & Co. cut their price target on shares of O’Reilly Automotive from $114.00 to $108.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Raymond James Financial reiterated an “outperform” rating and set a $115.00 price target on shares of O’Reilly Automotive in a report on Friday, May 1st. UBS Group raised their target price on shares of O’Reilly Automotive from $114.00 to $120.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Citigroup restated a “buy” rating and issued a $115.00 target price (up from $110.00) on shares of O’Reilly Automotive in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, O’Reilly Automotive presently has an average rating of “Moderate Buy” and a consensus target price of $112.25.

O’Reilly Automotive Profile

O’Reilly Automotive, Inc is a leading retailer and distributor in the automotive aftermarket, supplying parts, tools, supplies and accessories for both professional service providers and do‑it‑yourself (DIY) customers. The company’s product assortment covers replacement parts, maintenance items, performance parts, collision components and shop equipment, complemented by diagnostic tools, batteries, chemicals and consumables. O’Reilly serves customers through company-operated retail stores, commercial sales programs for repair shops and maintenance fleets, and digital channels that support parts lookup, ordering and fulfillment.

The company operates a broad supply chain that includes regional distribution centers to support rapid replenishment of store inventory and commercial deliveries.